We believe in creating a strong working relationship with our clients to determine their specific accounting and compliance needs.

Client Portals

H&M’s Client Login Overview:


For your convenience, Holbrook & Manter offers a secure Client Login. The Client Login enables you to:

  • Access your tax documents
  • Upload, complete and send documents to H&M
  • Access client logins for other H&M services (e.g. Professional Planning Coordination Services {PPCS}, etc.)

Client Login

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H&M’s Wealth Management Login Overview:


Holbrook & Manter, CPAs has teamed up with Pinnacle Wealth Management to provide our clients with a wealth management portal.

When you click the button below, you will be redirected to another webpage where you will enter the login information as provided to you by your Holbrook & Manter Advisor. If you should have any question, please contact us.

Wealth Management Portal

H&M Client Login Specifics:


When you click on the Client Login or Wealth Management Portal buttons, you will be redirected to another webpage where you will enter the login information provided to you by Holbrook & Manter. However, if you do not yet have login information or have questions about logging in, please contact:

Mary Smithey
937.644.8175
MSmithey@HolbrookManter.com

Linda Yutzy
937.644-8175
LYutzy@HolbrookManter.com